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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,818 | $70,430+87.2% | $96,572+36.5% | $85,851+53.5% |
| Participation rate | 40.4% | 61.8%-21.4pp | 69.8%-29.4pp | 69.3%-28.9pp |
| Annual return | 24.79% | 18.58%+6.2pp | 37.79%-13.0pp | 318.63%-293.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,750 | $4,996-65.0% | $6,183-71.7% | $6,261-72.0% |